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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 4pm

Willow Creek Wealth Management

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United States
Sebastopol, CA
Willow Creek Wealth Management

Providing independent wealth management services for individuals, families, and businesses since 1984. Visit our website to learn more.

Individuals, families, pension and profit sharing plans, entrepreneurs and charitable organizations have been relying on Willow Creek Wealth Management for their financial needs since 1984.

09/01/2026

It’s here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅

"Ransomware is a type of virus that locks your data on your hard drive. This virus will only allow you to regain access to your data by paying a hacker to unlock it. Best Practice: Don’t click on links that you are unsure of and always keep an external backup of your hard drive. Questions? Let me know!"

For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

08/25/2026

It’s here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅

"A simple trick to create a complex password: Write down a memorable sentence that includes some numbers and punctuation. Now just take the first letter/character of each word in that sentence and keep the numbers and all punctuation where they are. Voila! Now you have a complex and easy-to-remember password! Just don’t reuse it anywhere else. Questions? Let me know!"

For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

08/21/2026

🌟 Get to know the Willow Creek Team! 🌟
Meet Ryan Beach, our brilliant Director of Advisory Services.

Q: "What is something you love to do when you’re not working?"

A: "When I need a perfect day off, give me a sunny afternoon, a Giants game at Oracle Park, and good people to share it with, and I'm a happy guy. It's one of my favorite ways to step away from the day-to-day and just enjoy the moment. Bonus if the Giants win!"

To learn more about Ryan and the rest of our amazing team, check out our website: https://conta.cc/3GguHv5

08/18/2026

It’s here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅

"In today's video, we’re diving into the critical topic of email security. We’ll cover key points to protect yourself from phishing and spoofed emails and introduce you to our secure email procedures, all aimed at safeguarding your financial assets."

Watch Now: https://youtu.be/ikZP77UFFLE

For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

08/14/2026

🌟 Get to know the Willow Creek Team! 🌟
Meet Myles Berry, one of our incredible Investments & Trading Associate.

Q: "What is your favorite place you’ve traveled to and why?"

A: "Bali, without a doubt! From cruising through the beautiful countryside on scooters to climbing an active volcano, Mt. Batur, in the middle of the night to watch the sunrise, it was a truly unforgettable experience!"

To learn more about Myles and the rest of our amazing team, check out our website: https://conta.cc/3GguHv5

08/11/2026

It’s here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅

"Your email account is the master key to your digital life! Make sure you have a strong, unique password for your email and always enable MFA. But here's something many people overlook: Set up account recovery options NOW, before you need them. Add a backup email address and phone number, and keep these updated. If your email gets compromised, these recovery options could be the only way to regain access. Take five minutes today to secure your account! Questions? Let me know!"

For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

08/07/2026

🌟 Get to know the Willow Creek Team! 🌟
Meet Claire Po***ck, Willow Creek's outstanding Client Service Support Associate.

Q: "When you were a kid, what did you want to be when you grew up?"

A: "An actor! Watching Gene Kelly in 'Singin' in the Rain' when I was seven years old sealed the deal. I went from school productions to professional stages, even making it to Off-Broadway! Now that I'm back home in Sonoma County, I still get my acting fix performing with local theater groups and playing pretend with my kids."

To learn more about Claire and the rest of our amazing team, check out our website: https://conta.cc/48uWBTT

08/05/2026

Q2 2026 delivered standout returns across equity and fixed income markets, reinforcing the power of staying invested and diversified. In this video, we break down quarterly and long-term performance across asset classes, then turn to the quarter's biggest headline—the historic SpaceX IPO—exploring what it reveals about valuation risk, IPO history, and the danger of chasing hype. As always, the lesson holds: the most exciting investment story is rarely the best one, and disciplined, long-term thinking remains the surest path to reaching your goals.

Get up to date with Willow Creek's Portfolio Manager, Griffin Sheehy, as he provides his insights in this quarter's Market Update video. Watch now: https://conta.cc/4fVU881

08/04/2026

It’s here at Willow Creek! Here’s a quick tip from our IT expert (and CEO) Tim Admire to help optimize your technology and keep your systems safe and secure 💻🔒✅

""Juice jacking" is a real threat! Hackers can compromise public USB charging stations to install malware or steal data from your device while it charges. Best practice: Always carry your own charging cable and wall adapter, or use a portable battery pack. If you must use a public USB port, use a "charge-only" cable or data blocker device. Better safe than sorry when it comes to your device's security! Questions? Let me know!"

For questions or more information on this tip, contact us here: https://conta.cc/3VBY5Sa

08/03/2026

The SpaceX initial public offering was the largest IPO ever, by a significant margin, and it made its founder a trillionaire. Share prices surged in early trading, making it one of the most valuable companies in the world. This was the kind of debut that gets everyone talking. What does all this mean for the markets and investors? Is it the entry point for one of history’s great companies, or part of an overhyped mania?

Read more in our newest Quarterly Market Insights: https://conta.cc/4x6tcbC

Address

825 Gravenstein Highway N. , Suite #5
Sebastopol, CA
95472

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 4pm

Website

http://www.willowcreekwealth.com/

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